Independent Solutions Wealth Management, LLC
Q3 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
178
- Value ($000)
$562,969
- Date Filed10/23/2025
- Form type13F-HR
- CIK0001818391
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $21.19 M | 4 % | 175,530 | ||
AAPL APPLE INC | COM | 037833100 | $21.10 M | 4 % | 82,862 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $19.54 M | 4 % | 21,105 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.37 M | 3 % | 103,821 | ||
AVGO BROADCOM INC | COM | 11135F101 | $16.18 M | 3 % | 49,036 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $16.11 M | 3 % | 77,988 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $16.06 M | 3 % | 88,052 | ||
LEXI LISTED FDS TR | ALEXIS PRACTICAL | 53656F425 | $15.76 M | 3 % | 453,729 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.93 M | 2 % | 23,027 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $11.74 M | 2 % | 117,154 |
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